Physician Wealth Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Physician Wealth Advisors’s Portfolio DMXF Stock Details DMXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$163K	Buy	1,925 +140	+8%	+$11.9K	0.02%	248
2026 Q2	$151K	Buy	1,785 +83	+5%	+$6.79K	0.02%	256
2026 Q1	$128K	Sell	1,702 -653	-28%	-$51.1K	0.02%	243
2025 Q4	$177K	Sell	2,355 -258	-10%	-$19.7K	0.02%	211
2025 Q3	$198K	Hold	2,613	–	–	0.03%	197
2025 Q2	$194K	Sell	2,613 -23	-0.9%	-$1.63K	0.03%	190
2025 Q1	$177K	Sell	2,636 -110	-4%	-$7.46K	0.03%	194
2024 Q4	$177K	Sell	2,746 -1,374	-33%	-$93.4K	0.03%	193
2024 Q3	$288K	Buy	4,120 +1,052	+34%	+$72.8K	0.05%	138
2024 Q2	$215K	Sell	3,068 -28	-0.9%	-$1.89K	0.04%	171
2024 Q1	$202K	Buy	+3,096	New	+$203K	0.04%	169
2022 Q1	–	Sell	-3,248	Closed	-$221K	–	159
2021 Q4	$221K	Buy	+3,248	New	+$224K	0.06%	151

Other funds holding DMXF

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Physician Wealth Advisors's DMXF Position: Q3 2026 in Review

Physician Wealth Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 7.8% in Q3 2026, buying an estimated $11.9K and bringing the position to 1,925 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #248.

Physician Wealth Advisors first reported a position in DMXF in Q4 2021 and has held it in 12 quarters since. The position peaked at $288K in Q3 2024. 81 funds tracked by Wall St. Rank hold DMXF as of Q3 2026.

Physician Wealth Advisors held 1,925 shares of iShares ESG Advanced MSCI EAFE ETF worth $163K as of Q3 2026.
Physician Wealth Advisors bought 140 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2026, an estimated $11.9K.
iShares ESG Advanced MSCI EAFE ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #248 holding.
Physician Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2021 and has held it in 12 quarters since.
Physician Wealth Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $288K in Q3 2024.
81 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.